North Point Advisor Group

North Point Advisor Group Financial Planning For Your Stage Of Life As a client, you will have multiple points of contact with our financial advisors and client service team.

With a foundational belief that a client’s financial planning should encompass investment, tax, and estate planning, the team at North Point Advisor Group works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, our team systematically works with you throughout the years as you strive toward your financial goals. All here for the purpose of serving o

ur clients with the highest degree of trust and integrity. To learn more about North Point Advisor Group, please visit https://www.northpointadvisorgroup.com/

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Securities offered through LPL Financial. Member FINRA/SIPC
finra.org sipc.org

Investment advice offered though Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The votes are in! We asked our newsletter readers: What’s one lesson you wish you had learned in school?The top 4 answer...
09/02/2026

The votes are in! We asked our newsletter readers: What’s one lesson you wish you had learned in school?

The top 4 answers:
💰 Budgeting & taxes
🏠 Homeownership & home maintenance
🧠 Stress management
💼 Entrepreneurship

Turns out, there are quite a few things we all could’ve used a class on! And while we can’t go back to school, we can keep learning along the way.

Each month, our newsletter shares financial insights, updates from North Point, upcoming event details, a new question for our readers to weigh in on, and much more.

Want to cast your vote in the next poll and learn more about topics like these? Sign up for the North Point newsletter!
https://conta.cc/4yhFKNU

Our “True North Trail Notes” series aims to share more about the people behind North Point. This month, we’re diving in ...
08/25/2026

Our “True North Trail Notes” series aims to share more about the people behind North Point. This month, we’re diving in with one of our Financial Advisors, Matt! Read about Matt's True North below, and even more in our newsletter earlier this month.

Name: Matt Olson
📍Starting Point: Northeast Ohio, where my dad started a mission Lutheran church, and my parents always supported me
💼What I packed: A bike, fishing gear, and a paddle.
🧭My True North is: Making time for the things that quiet everything else: family, faith, helping others, and being outside.
🪵Campfire Reflection: I want my kids to have every opportunity possible and become caring, loving, and compassionate human beings
🥾Trail Companions: My wife, children, parents and in-laws, my brother, and his family
🌞Ideal Day: Waking up near the water, fishing on a quiet lake or paddling through the Boundary Waters, and time with my wife and kids.

"Being outside makes me happy. I find peace in a quiet lake, time with my wife, and the sound of my children laughing."

We asked our newsletter readers: If you could accomplish one thing in the next five years, what would it be?Two of the r...
08/18/2026

We asked our newsletter readers: If you could accomplish one thing in the next five years, what would it be?

Two of the responses caught our attention:

❤️ 21.4% said spend more time with loved ones
🧑‍🧑‍🧒‍👦 10.7% said protect the legacy I’ve built or help the next generation

They may sound like two different goals, but they have something important in common: the people we care about.

That’s also at the heart of estate planning.

In her latest blog, Sarah shares why estate planning is about much more than deciding where your assets go. It’s about giving your family clarity, making your wishes known, and putting a plan in place that can make an already difficult time a little easier for the people you love.

Read Sarah’s blog: “Estate Planning Is About Your Family, Not Just Your Funds.” https://northpointadvisorgroup.com/2026/08/06/estate-planning-is-about-your-family-not-just-your-funds/

08/12/2026

Receiving an inheritance can come with a lot of questions. Where should you put the money? Do you owe taxes? Are there deadlines you need to know about?

The answers depend heavily on what you inherited.

Matt Olson, CFP®, ChFC®, RICP®, BFA™, breaks down some of the key considerations.

Read "What Do I Do With My Inheritance?" here: https://northpointadvisorgroup.com/2026/07/15/what-do-i-do-with-my-inheritance/

Registration closes soon!Join us Tuesday, August 11th, for a practical discussion on overcoming business owner burnout a...
08/07/2026

Registration closes soon!

Join us Tuesday, August 11th, for a practical discussion on overcoming business owner burnout and creating more time, capacity, and direction in your business. You'll leave with actionable ideas you can start using right away.

Reserve your spot today: d863e080-e366-4860-87ac-bfcdefcf1041@e93036e0-8110-4f5e-b1db-0d373017ae7c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d863e080-e366-4860-87ac-bfcdefcf1041@e93036e0-8110-4f5e-b1db-0d373017ae7c

A couple of birthdays are coming up on the calendar! 🎂Happy birthday to David and Ava! Thank you for everything you do t...
08/04/2026

A couple of birthdays are coming up on the calendar! 🎂

Happy birthday to David and Ava! Thank you for everything you do to support our team and our clients. We hope you both enjoy celebrating your special days!

We had a wonderful afternoon at our Wisconsin Summer Client BBQ! ☀️More than 100 clients, and their families and friends...
07/29/2026

We had a wonderful afternoon at our Wisconsin Summer Client BBQ! ☀️

More than 100 clients, and their families and friends, joined us for an afternoon of great food and beautiful weather. It was so wonderful to see so many familiar faces, meet extended family members, and spend time with multiple generations all in one place.

Thank you to everyone who came out. We truly appreciate the trust you place in our team and always enjoy the opportunity to connect with our clients outside the office!

07/28/2026

You've reached your retirement savings goal. Now what?

Access the free checklist and on-demand webinar here: https://northpointadvisorgroup.com/8-key-steps-for-2026-retirees/

Many people spend years preparing financially for retirement, but are surprised by the number of other decisions that will come once they stop working.

Have you thought about:
• When you'll claim Social Security? (It may not make sense to start benefits right away.)
• How Medicare fits into your plan, and which coverage options are right for you?
• How recent tax law changes could impact your retirement?
• What your backup plan is if retirement doesn't go exactly as expected?

Our free on-demand webinar covers 8 key steps to help you prepare for the transition into retirement, plus includes a retirement readiness checklist to help you identify what you've already covered, and what may still need your attention.

07/23/2026

What drives the decisions you make as a business owner?

Behind every business is a person with goals that extend far beyond the office. That's what we call your True North.

This video shares the philosophy that guides our team every day, and why we take a collaborative approach to helping business owners, so they can spend less time managing financial moving pieces and more time focused on what matters most.

Not a business owner? Check out our general brand video in the comments.

07/23/2026

What does "True North" really mean?

To us, it's more than a tagline. It's the belief that your financial plan should support the life you want to live, not the other way around.

We hope you'll take a few minutes to watch and learn about the philosophy that guides our team and the way we serve our clients every day.

Business owner? Check out our business owner version in the comments.

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